PEZ vs JMID
Comparison between INVESCO DORSEY WRIGHT CONSUMER CYCLICALS MOMENTUM ETF (PEZ, ETF) and JANUS HENDERSON MID CAP GROWTH ALPHA ETF (JMID, ETF).
PEZ vs JMID - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PEZ
$23M
Winner
JMID
$23M
Expense Ratio
PEZ
0.60%
Winner
JMID
0.30%
Max Drawdown
PEZ
59.00%
Winner
JMID
25.79%
Sharpe Ratio
PEZ
0.32
Winner
JMID
0.53
5Y Beta
Winner
PEZ
1.13
JMID
1.14
P/E Ratio
PEZ
30.98
Winner
JMID
24.50
Forward P/E
PEZ
19.45
Winner
JMID
18.82
PEG Ratio
PEZ
N/A
JMID
0.08
5Y Dividends CAGR
PEZ
-6.77%
JMID
N/A
5Y EPS CAGR
PEZ
17.79%
Winner
JMID
26.16%
Debt to Equity
Winner
PEZ
91.65%
JMID
171.24%
P/S Ratio
Winner
PEZ
1.11
JMID
2.85
P/B Ratio
Winner
PEZ
4.82
JMID
11.06
PEZ vs JMID - Holdings Comparison
PEZ and JMID have 7 common holdings. Overlap is 9.16%
PEZ's top 25 holdings weight is 72.44%. JMID's top 25 holdings weight is 56.10%.
| Rank | PEZ | JMID |
|---|---|---|
| #1 | TAPESTRY INC (TPR) - 3.96% | VERTIV HOLDINGS CO CLASS A (VRT) - 5.60% |
| #2 | RALPH LAUREN CORP CLASS A (RL) - 3.66% | HOWMET AEROSPACE INC (HWM) - 4.28% |
| #3 | CARDINAL HEALTH INC (CAH) - 3.61% | COMFORT SYSTEMS USA INC (FIX) - 3.54% |
| #4 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 3.55% | AMERIPRISE FINANCIAL INC (AMP) - 2.50% |
| #5 | MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 3.54% | NETAPP INC (NTAP) - 2.39% |
| #6 | WILLIAMS-SONOMA INC (WSM) - 3.41% | JABIL INC (JBL) - 2.31% |
| #7 | NETFLIX INC (NFLX) - 3.21% | CORPAY INC (CPAY) - 2.27% |
| #8 | GARRETT MOTION INC ORDINARY SHARES NEW (GTX) - 3.13% | DEXCOM INC (DXCM) - 2.23% |
| #9 | WALMART INC (WMT) - 3.08% | TAPESTRY INC (TPR) - 2.11% |
| #10 | FIVE BELOW INC (FIVE) - 3.08% | IDEXX LABORATORIES INC (IDXX) - 2.05% |
| #11 | MCKESSON CORP (MCK) - 3.07% | EXPEDIA GROUP INC (EXPE) - 2.04% |
| #12 | GENERAL MOTORS CO (GM) - 3.00% | LAS VEGAS SANDS CORP (LVS) - 2.02% |
| #13 | TJX COMPANIES INC (TJX) - 2.94% | ROSS STORES INC (ROST) - 1.95% |
| #14 | GARMIN LTD (GRMN) - 2.84% | EXELIXIS INC (EXEL) - 1.89% |
| #15 | RUSH STREET INTERACTIVE INC ORDINARY SHARES CLASS A (RSI) - 2.66% | PAYCHEX INC (PAYX) - 1.86% |
| #16 | BURLINGTON STORES INC (BURL) - 2.64% | LAMAR ADVERTISING CO CLASS A (LAMR) - 1.86% |
| #17 | SPHERE ENTERTAINMENT CO ORDINARY SHARES CLASS A (SPHR) - 2.60% | GARTNER INC (IT) - 1.85% |
| #18 | DANA INC (DAN) - 2.46% | DECKERS OUTDOOR CORP (DECK) - 1.83% |
| #19 | ROSS STORES INC (ROST) - 2.45% | GODADDY INC CLASS A (GDDY) - 1.76% |
| #20 | CAESARS ENTERTAINMENT INC (CZR) - 2.42% | BOOZ ALLEN HAMILTON HOLDING CORP CLASS A (BAH) - 1.73% |
| #21 | EXPEDIA GROUP INC (EXPE) - 2.41% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 1.65% |
| #22 | RIVIAN AUTOMOTIVE INC CLASS A (RIVN) - 2.38% | GEN DIGITAL INC (GEN) - 1.64% |
| #23 | NEW YORK TIMES CO CLASS A (NYT) - 2.23% | n/a (WH) - 1.58% |
| #24 | HASBRO INC (HAS) - 2.19% | FTAI AVIATION LTD (FTAI) - 1.58% |
| #25 | CALLAWAY GOLF CO (CALY) - 1.92% | TERADATA CORP (TDC) - 1.58% |
| Total Holdings | 47 | 83 |
PEZ vs JMID - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PEZ
+7.89%
JMID
+1.54%
3M
PEZ
+8.08%
Winner
JMID
+10.83%
6M
PEZ
-2.00%
Winner
JMID
+6.68%
1Y
PEZ
+10.34%
Winner
JMID
+12.22%
5Y(CAGR)
PEZ
+2.85%
JMID
N/A
10Y(CAGR)
PEZ
+10.03%
JMID
N/A
Max(CAGR)
PEZ
+7.97%
Winner
JMID
+14.63%
PEZ vs JMID - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | PEZ | JMID |
|---|---|---|
| 2026 | -0.90% | +7.11% |
| 2025 | +6.13% | +4.84% |
| 2024 | +21.74% | +11.36% |
| 2023 | +30.17% | N/A |
| 2022 | -28.99% | N/A |
| 2021 | +23.62% | N/A |
| 2020 | +37.99% | N/A |
| 2019 | +17.65% | N/A |
| 2018 | -7.24% | N/A |
| 2017 | +20.16% | N/A |
| 2016 | -0.51% | N/A |
| 2015 | -0.05% | N/A |
| 2014 | +9.23% | N/A |
| 2013 | +36.96% | N/A |
| 2012 | +18.76% | N/A |
| 2011 | +0.03% | N/A |
| 2010 | +27.53% | N/A |
| 2009 | +22.45% | N/A |
| 2008 | -31.14% | N/A |
| 2007 | -11.83% | N/A |
| 2006 | +5.87% | N/A |
PEZ vs JMID Drawdown Comparison
The maximum drawdown for PEZ was -58.39%, occurring on Mar 6, 2009. Recovery took 1195 trading sessions.
The maximum drawdown for JMID was -25.58%, occurring on Apr 8, 2025. Recovery took 189 trading sessions.
The current PEZ drawdown is -7.57%. The current JMID drawdown is -2.73%.
| Rank | PEZ | JMID |
|---|---|---|
| #1 | -58.39% Jun 4, 2007 - Mar 1, 2012 | -25.58% Dec 6, 2024 - Sep 11, 2025 |
| #2 | -52.05% Sep 27, 2018 - Aug 5, 2020 | -10.82% Oct 27, 2025 - Apr 17, 2026 |
| #3 | -41.72% Nov 18, 2021 - Aug 23, 2024 | -4.92% Jun 1, 2026 - Jun 10, 2026 |
| #4 | -31.48% Nov 25, 2024 - Apr 8, 2025 | -4.63% Sep 22, 2025 - Oct 27, 2025 |
| #5 | -25.01% Aug 5, 2015 - Oct 6, 2017 | -4.33% Apr 20, 2026 - May 6, 2026 |
| #6 | -16.59% Feb 9, 2021 - Nov 2, 2021 | -3.99% May 6, 2026 - May 26, 2026 |
| #7 | -14.38% Oct 15, 2020 - Nov 19, 2020 | -2.82% Nov 11, 2024 - Nov 22, 2024 |
| #8 | -14.05% Sep 2, 2014 - Nov 28, 2014 | -2.15% Oct 18, 2024 - Nov 5, 2024 |
| #9 | -12.36% Jan 23, 2018 - Jun 4, 2018 | -1.13% Sep 11, 2025 - Sep 18, 2025 |
| #10 | -12.12% Aug 21, 2020 - Oct 9, 2020 | -1.01% Nov 26, 2024 - Dec 4, 2024 |
| #11 | -10.88% May 2, 2012 - Sep 13, 2012 | -0.81% Sep 30, 2024 - Oct 4, 2024 |
| #12 | -9.64% Mar 5, 2014 - Jul 1, 2014 | -0.70% Oct 4, 2024 - Oct 8, 2024 |
| #13 | -9.00% Jan 10, 2014 - Feb 24, 2014 | -0.61% Sep 24, 2024 - Sep 30, 2024 |
| #14 | -8.48% Aug 23, 2024 - Sep 19, 2024 | -0.54% Oct 14, 2024 - Oct 16, 2024 |
| #15 | -8.00% Sep 14, 2012 - Jan 4, 2013 | -0.19% Dec 4, 2024 - Dec 6, 2024 |
Correlation
Correlation between PEZ and JMID is 0.49 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.49
-101
Dividend Comparison (2006 - 2026)
PEZ vs JMID dividend yield comparison.
| Year | PEZ | JMID |
|---|---|---|
| 2026 | 0.10% | 0.10% |
| 2025 | 0.11% | 0.75% |
| 2024 | 0.12% | 0.10% |
| 2023 | 0.60% | 0.00% |
| 2022 | 0.43% | 0.00% |
| 2021 | 0.23% | 0.00% |
| 2020 | 0.39% | 0.00% |
| 2019 | 0.01% | 0.00% |
| 2018 | 0.40% | 0.00% |
| 2017 | 0.42% | 0.00% |
| 2016 | 0.83% | 0.00% |
| 2015 | 0.64% | 0.00% |
| 2014 | 0.15% | 0.00% |
| 2013 | 0.46% | 0.00% |
| 2012 | 1.07% | 0.00% |
| 2011 | 0.75% | 0.00% |
| 2010 | 0.67% | 0.00% |
| 2009 | 0.28% | 0.00% |
| 2008 | 1.03% | 0.00% |
| 2007 | 0.55% | 0.00% |
| 2006 | 0.61% | 0.00% |
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